Investors Research Corp reported 524 positions worth $140.84M for the quarter ended Sep 30, 2026, up 0.6% on the prior quarter. It opened 27 new positions, added to 19, trimmed 190 and exited 41. Its largest holding is Microsoft Corp at 4.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BSX Boston Scientific Corp | +15.6K | +5,191.7% | $679.85K | 0.492% |
| CME Cme Group Inc. | +2,550 | – | $668.05K | 0.474% |
| EXE EXPAND ENERGY Corp | +6,550 | – | $550.79K | 0.391% |
| DTE Dte Energy Co | +4,275 | – | $520.70K | 0.37% |
| HSY Hershey Co | +2,825 | – | $445.25K | 0.316% |
| FISV Fiserv Inc | +6,412 | +1,165.8% | $289.69K | 0.223% |
| VZ Verizon Communications Inc | +5,956 | +20.5% | $273.20K | 1.14% |
| MMS Maximus, Inc. | +4,375 | – | $232.71K | 0.165% |
| SGI Somnigroup International Inc. | +3,737 | – | $232.11K | 0.165% |
| MKTX Marketaxess Holdings Inc | +1,250 | +5,681.8% | $204.90K | 0.148% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VLO Valero Energy Corp | -1,568 | -25.8% | $607.77K | 1.24% |
| AAPL Apple Inc. | -1,695 | -12.8% | $564.48K | 2.73% |
| TEVA Teva Pharmaceutical Industries Ltd | -13.0K | -100.0% | $439.56K | Exited |
| MPC Marathon Petroleum Corp | -890 | -19.0% | $351.92K | 1.07% |
| VAC MARRIOTT VACATIONS WORLDWIDE Corp | -2,358 | -14.4% | $241.18K | 1.02% |
| WKC World Kinect Corp | -7,100 | -100.0% | $233.87K | Exited |
| SOLV Solventum Corp | -2,315 | -98.2% | $204.04K | <0.01% |
| MSFT Microsoft Corp | -353 | -2.6% | $181.05K | 4.77% |
| PSX Phillips 66 | -525 | -11.3% | $134.04K | 0.748% |
| MRK Merck & Co., Inc. | -748 | -8.5% | $108.69K | 0.829% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CME Cme Group Inc. | +2,550 | $668.05K | 0.474% |
| EXE EXPAND ENERGY Corp | +6,550 | $550.79K | 0.391% |
| DTE Dte Energy Co | +4,275 | $520.70K | 0.37% |
| HSY Hershey Co | +2,825 | $445.25K | 0.316% |
| MMS Maximus, Inc. | +4,375 | $232.71K | 0.165% |
| SGI Somnigroup International Inc. | +3,737 | $232.11K | 0.165% |
| KMX Carmax Inc | +3,440 | $189.58K | 0.135% |
| LLY ELI LILLY & Co | +21 | $24.30K | 0.017% |
| SNDK Sandisk Corp | +12 | $20.88K | 0.015% |
| GLTR abrdn Precious Metals Basket ETF Trust | +84 | $15.65K | 0.011% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TEVA Teva Pharmaceutical Industries Ltd | -13.0K | $439.56K | 0.314% |
| WKC World Kinect Corp | -7,100 | $233.87K | 0.167% |
| MRNA Moderna, Inc. | -1,302 | $91.18K | 0.065% |
| AFL Aflac Inc | -232 | $27.20K | 0.019% |
| OGN Organon & Co. | -1,009 | $13.66K | <0.01% |
| EG Everest Group, Ltd. | -38 | $13.58K | <0.01% |
| NEM NEWMONT Corp | -120 | $11.21K | <0.01% |
| STRZ Starz Entertainment Corp | -315 | $9.09K | <0.01% |
| IEX Idex Corp | -39 | $8.85K | <0.01% |
| CORN Teucrium Commodity Trust | -425 | $7.12K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 13.1K | $6.71M | 4.77% | -353 | -2.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 11.5K | $3.84M | 2.73% | -1,695 | -12.8% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 5,668 | $1.95M | 1.38% | -227 | -3.9% | Reduced | 0% |
| 4 | UNM Unum Group | Financial Services | 21.0K | $1.84M | 1.31% | -300 | -1.4% | Reduced | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 7,227 | $1.80M | 1.28% | -281 | -3.7% | Reduced | 0% |
| 6 | VLO Valero Energy Corp | Energy | 4,509 | $1.75M | 1.24% | -1,568 | -25.8% | Reduced | 0% |
| 7 | TFC Truist Financial Corp | Financial Services | 37.4K | $1.73M | 1.23% | -733 | -1.9% | Reduced | 0% |
| 8 | VZ Verizon Communications Inc | Communication Services | 35.0K | $1.61M | 1.14% | +5,956 | +20.5% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,572 | $1.57M | 1.12% | -87 | -3.3% | Reduced | 0% |
| 10 | NVDA Nvidia Corp | Technology | 6,844 | $1.56M | 1.11% | +189 | +2.8% | Added | 0% |
| 11 | MPC Marathon Petroleum Corp | Energy | 3,806 | $1.50M | 1.07% | -890 | -19.0% | Reduced | 0% |
| 12 | AES Aes Corp | Utilities | 99.3K | $1.48M | 1.05% | -2,421 | -2.4% | Reduced | 0.01% |
| 13 | VAC MARRIOTT VACATIONS WORLDWIDE Corp | Consumer Discretionary | 14.1K | $1.44M | 1.02% | -2,358 | -14.4% | Reduced | 0.04% |
| 14 | SW Smurfit Westrock plc | Basic Materials | 31.6K | $1.39M | 0.99% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | MET Metlife Inc | Financial Services | 14.3K | $1.34M | 0.954% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Investors Research.
As of its Q3 2026 13F filing, Investors Research Corp’s five largest positions were Microsoft Corp (MSFT) at 4.8%, Apple Inc. (AAPL) at 2.7%, Alphabet Inc. (GOOGL) at 1.4%, Unum Group (UNM) at 1.3%, Amazon Com Inc (AMZN) at 1.3% of the reported portfolio.
Investors Research Corp reported a 13F portfolio worth $140.84M across 524 positions for Q3 2026. That is up 0.6% from the previous quarter.
Its largest purchases by value were Boston Scientific Corp ($679.85K), Cme Group Inc. ($668.05K), EXPAND ENERGY Corp ($550.79K). It opened 27 new positions.
Its largest sales by value were Valero Energy Corp ($607.77K), Apple Inc. ($564.48K), Teva Pharmaceutical Industries Ltd ($439.56K). It exited 41 positions entirely.
From the Form 13F-HR reports Investors Research Corp files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.